+1,062.4%
APH vs AMKR
+503.2%
+559.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.8% | -0.9% |
| 7D | +1.6% | +8.9% | -7.2% | -1.0% |
| 30D | -3.0% | -2.7% | -0.3% | -2.7% |
| 3M | +5.7% | -27.5% | +33.2% | +13.0% |
| 6M | +20.0% | +19.4% | +0.6% | +8.8% |
| YTD | +20.8% | +30.7% | -9.9% | +5.6% |
| 1Y | +40.2% | +107.9% | -67.7% | +5.4% |
| 3Y | +288.1% | +136.1% | +152.0% | +170.4% |
| 5Y | +352.5% | +96.6% | +255.9% | +216.6% |
| 10Y | +1,062.4% | +535.0% | +527.5% | +423.4% |
| All | +1,062.4% | +503.2% | +559.3% | +423.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMKR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling